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Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $2.9B AUM 775 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 171 Added 205 Reduced 466 Exited
Page 15 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ALOY REALLOYS INC Basic Materials 15,000.0 $146K 0.01% NEW $9.76 -1.0%
282 GCMG GCM GROSVENOR INC Financial Services 12,182.0 $119K 0.00% NEW $9.80 +8.7%
283 HTZ HERTZ GLOBAL HLDGS INC Industrials 21,658.0 $100K 0.00% NEW $4.61 +9.8%
284 MCW MISTER CAR WASH INC Consumer Cyclical 12,004.0 $84K 0.00% NEW $6.97 +1.9%
285 CRITICAL METALS CORP 10,000.0 $79K 0.00% NEW $7.94
286 COLOMBIER ACQUISITION CORP I 62,500.0 $62K 0.00% NEW $0.99
287 GRAB GRAB HOLDINGS LIMITED Technology 14,207.0 $52K 0.00% NEW $3.66 -2.7%
288 ATAIBECKLEY INC 13,000.0 $46K 0.00% NEW $3.54
289 ALUSSA ENERGY ACQUISIT CORP 125,000.0 $45K 0.00% NEW $0.36
290 CLVT CLARIVATE PLC Technology 15,645.0 $40K 0.00% NEW $2.53 -4.3%
291 CHURCHILL CAP CORP XI 20,000.0 $15K 0.00% NEW $0.75
Page 15 of 15  ·  291 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.3%
Real Estate 18.0%
Industrials 13.2%
Energy 12.7%
Consumer Cyclical 11.8%
Technology 7.6%
Communication Services 4.3%
Healthcare 3.8%
Basic Materials 3.4%
Consumer Defensive 2.6%